Oportun Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FINDELL CAPITAL MANAGEMENT LLC | 11/14/2024 | 3.47 M | $9.75 M | 0.00% | 8.68% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 11/13/2024 | 1.74 M | $4.89 M | 0.00% | 4.36% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 1.45 M | $4.07 M | 0.00% | 3.62% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 1.40 M | $3.93 M | -7.18% | 3.50% |
| VANGUARD GROUP INC | 11/13/2024 | 1.28 M | $3.60 M | -2.62% | 3.20% |
| ACUITAS INVESTMENTS, LLC | 11/07/2024 | 1.03 M | $2.89 M | 89.07% | 2.57% |
| RBF CAPITAL, LLC | 11/14/2024 | 978,079 | $2.75 M | 82.85% | 2.45% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 850,213 | $2.39 M | 100.00% | 2.13% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 805,554 | $2.26 M | 3.04% | 2.02% |
| EMG HOLDINGS, L.P. | 11/12/2024 | 711,631 | $2.00 M | 0.00% | 1.78% |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 11/14/2024 | 698,681 | $1.96 M | 0.61% | 1.75% |
| MADRONE ADVISORS, LLC | 11/14/2024 | 623,295 | $1.75 M | 0.00% | 1.56% |
| GLYNN CAPITAL MANAGEMENT LLC | 11/08/2024 | 588,233 | $1.65 M | 0.00% | 1.47% |
| SUMMA CORP. | 10/17/2024 | 563,808 | $1.58 M | 0.00% | 1.41% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 543,327 | $1.53 M | -6.71% | 1.36% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 455,100 | $1.28 M | 30.14% | 1.14% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 346,693 | $974,207 | 52.73% | 0.87% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 345,767 | $971,605 | 100.00% | 0.87% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 311,450 | $875,375 | 4.95% | 0.78% |
| MARSHALL WACE, LLP | 11/14/2024 | 290,130 | $815,265 | 5.51% | 0.73% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 282,360 | $793,432 | -9.36% | 0.71% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 234,720 | $659,563 | -27.01% | 0.59% |
| BERGER FINANCIAL GROUP, INC | 11/12/2024 | 181,313 | $509,490 | 3.25% | 0.45% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 176,118 | $494,892 | -36.25% | 0.44% |
| INVESCO LTD. | 11/12/2024 | 165,956 | $466,336 | 0.44% | 0.42% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 152,210 | $427,710 | -77.09% | 0.38% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 110,620 | $310,842 | 5.36% | 0.28% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 11/21/2024 | 107,500 | $302,000 | 59.26% | 0.27% |
| STATE STREET CORP | 11/14/2024 | 103,783 | $291,630 | 0.00% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2024 | 101,850 | $286,198 | -13.75% | 0.25% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 81,800 | $229,858 | 0.00% | 0.20% |
| JPMORGAN CHASE & CO | 11/08/2024 | 76,925 | $216,159 | -8.30% | 0.19% |
| MORGAN STANLEY | 11/14/2024 | 64,013 | $179,876 | -75.68% | 0.16% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 60,738 | $170,674 | -37.95% | 0.15% |
| AMUNDI | 11/13/2024 | 60,172 | $159,456 | 0.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 53,648 | $150,751 | -7.16% | 0.13% |
| FLAHARTY ASSET MANAGEMENT, LLC | 10/18/2024 | 45,000 | $126,450 | 28.57% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 43,293 | $122,000 | -0.47% | 0.11% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 40,565 | $113,988 | 0.00% | 0.10% |
| DAG VENTURES, LLC | 11/07/2024 | 38,452 | $108,050 | 0.00% | 0.10% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 36,959 | $103,855 | 1.18% | 0.09% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 36,181 | $101,669 | -2.64% | 0.09% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 35,410 | $97,023 | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2024 | 33,300 | $93,573 | 246.88% | 0.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 32,514 | $91,364 | -38.24% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 29,600 | $83,176 | 17.00% | 0.07% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 28,945 | $81,335 | 25.26% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 26,891 | $75,563 | 100.00% | 0.07% |
| CERITY PARTNERS LLC | 11/12/2024 | 24,264 | $68,182 | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 23,600 | $66,316 | -62.06% | 0.06% |
Oportun Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Oportun Financial Corporation. The most heavily invested institutionals were:
FINDELL CAPITAL MANAGEMENT LLC: 3.47 M
Long Focus Capital Management, LLC: 1.74 M
BOOTHBAY FUND MANAGEMENT, LLC: 1.45 M
MILLENNIUM MANAGEMENT LLC: 1.4 M
VANGUARD GROUP INC: 1.28 M
Acuitas Investments, LLC: 1.03 M
53.27% of Oportun Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 25.03 M shares in the last 24 months. This purchase volume represents approximately $100.10 M in transactions.